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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $47,740 |
WILEY BROS., INC.1 year Filed as: WILEY BROS.-AINTREE CAPITAL Service code 26 · EIN 62-1627736 | Advisory (Participants) | $2,260 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,136 | $55,423+811.4% | $155,602+224.6% | $74,400+578.9% |
| Participation rate | 90.2% | 61.9%+28.3pp | 78.2%+12.0pp | 67.2%+23.0pp |
| Annual return | 14.40% | 269.07%-254.7pp | 64.81%-50.4pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $14,685 | $2,266+548.2% | $4,675+214.1% | $2,624+459.5% |
| Participant deferral / active EE | $16,697 | $2,835+489.0% | $5,629+196.6% | $4,348+284.0% |
| Admin fee / account holder | $609 | $1,744-65.1% | $15,923-96.2% | $1,944-68.7% |